Building a stream with AI

On /streams, click Build with AI, then choose Answer a few questions.

Describe what the workflow tracks (required), and optionally its stages, the information you capture, what must be filled in before advancing, and any extra context.

Click Generate plan. This costs 10 tokens.

Review the proposed plan. It opens with a step flow diagram (colour-coded step cards joined by arrows, each showing its required-field count), followed by the fields and per-step documentation.

Click Build with AI, then Upload a process document.

Choose a PDF, Word (.docx), PowerPoint (.pptx), or Excel (.xlsx) file describing your process; an SOP, "how to" guide, process deck, or the spreadsheet you track the work in all work well.

Click Analyse & generate. This costs 25 tokens. The file is sent to Google Gemini to analyse and is not stored by Streams.

The AI copies real option lists into dropdown fields and, if your document only describes an intake form, infers the full lifecycle the record follows afterwards.

Where a column or box on your document names a member of your team ("Checked by", "Technician", "Signed off by"), the AI makes it a User field, so on the record it becomes a picker of your own people instead of a text box. Columns naming a customer or other outsider stay as plain text, since nobody outside your organisation can appear in that picker.

In the review panel, type a change in the refine box (e.g. "add a Priority dropdown" or "reorder the last two steps") and click Apply. Each refine costs 2 tokens.

Repeat until the plan looks right.

Click Create this stream to build it. Creating from an accepted plan is free; you only pay for the AI work.

You land on the new stream, ready to use. Edit steps, fields, and documentation afterwards like any other stream.